Ensombl Advice Australia

Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his "Client Connection" research, which explores how adviser's relationships with their clients are bettering the world of financial advice. Adam Crabbe XY: https://www1.xyadviser.com/members/6396099 Zurich Website: https://www.zurich.com.au/ The Client Connection: https://www.zurich.com.au/theclientconnection Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Today we cover the US CPI release, Australian employment data, the Sydney Airport bid, the infrastructure M&A boom, Paypal's entry into Australia, the progressing OPEC discussions and the COVID Delta variant. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He returns to the XY Adviser Podcast to talk about working with advice practices to create efficiencies and businesses that can strive to the next level. Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/ Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/ Vinarc Website: https://www.linkedin.com/company/vinarc-pty-ltd/about/ Mobile: 0408155140 Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Marc is the author of "The Money Sandwich". He chats about his time as National President of the AFA and what advisers do to help consumers, specifically clients facing retirement. Marc Bineham LinkedIn: https://www.linkedin.com/in/marcbineham/ The Money Sandwich Website: https://themoneysandwich.com/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Today we cover the RBA's monetary decision, the continuing OPEC discussions, ISM Services data, the Sydney Airport bid, the Tabcorp strategic review results and the worsening Sydney Lockdown. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Louise is a Director at Aged Care Steps, who help advisers create effective advice solutions for retiree clients. She discusses how advisers can become aged care specialists, and why advisers should start talking to their clients about aged care sooner. Louise Biti XY: https://www1.xyadviser.com/members/4574496 Aged Care Steps Website: https://agedcaresteps.com.au/ Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss the pros and cons of SMSFs, super reform and where SMSFs are heading in the future. Tim Miller LinkedIn: https://www.linkedin.com/in/timmillersmsf/ SuperGuardian Website: https://www.superguardian.com.au/ Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Today we cover the inflation data from The ISM Manufacturing Index in the US, unemployment in Australia, IDP Education, Telstra, Tuesday's RBA meeting and OPEC discussion delays. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks about his process for property purchases for SMSFs, and how the set-up is the most critical part of the process. Allister Sutherland XY: https://www1.xyadviser.com/members/2217902 LinkedIn: https://www.linkedin.com/in/allister-sutherland-cta-ssa%E2%84%A2-0351413b/ Player Hall Website: https://www.playerhall.com/ Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and documents built by active SMSF specialists. Aaron discusses his recent research into the future of SMSF and how practitioners are actually serving their clients. Aaron Dunn XY: https://www1.xyadviser.com/members/4574606 Smarter SMSF Website: https://smartersmsf.com/ Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/